+583.4%
DG vs UEC
+307.8%
+275.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | +8.4% | -6.9% | +15.3% | +8.8% |
| 30D | +4.9% | +7.6% | -2.7% | +4.4% |
| 3M | +29.3% | -18.4% | +47.7% | +30.2% |
| 6M | -11.3% | -23.3% | +12.0% | -10.8% |
| YTD | +1.8% | -1.2% | +3.0% | +0.6% |
| 1Y | +25.3% | +2.3% | +23.0% | +23.1% |
| 3Y | +9.1% | +162.3% | -153.2% | -0.3% |
| 5Y | -34.9% | +287.2% | -322.1% | -43.7% |
| 10Y | +108.2% | +1,009.6% | -901.5% | +58.2% |
| All | +583.4% | +307.8% | +275.6% | +380.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling